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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,010 | $51,631-86.4% | $129,397-94.6% | $80,925-91.3% |
| Participation rate | 94.7% | 56.9%+37.8pp | 69.6%+25.1pp | 67.7%+27.1pp |
| Annual return | 12.33% | 20.77%-8.4pp | 9453.98%-9441.7pp | 35.65%-23.3pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,923 | $2,670+9.5% | $4,167-29.9% | $4,299-32.0% |
| Admin fee / account holder | $393 | $4,309-90.9% | $7,679-94.9% | $6,940-94.3% |